Once in a very great while, there comes a year in the economy and the markets that serves as a tutorial—in effect, an advanced class in the principles of

A fiduciary is a person or organization that acts on behalf of another person or persons, putting their client’s interest above their own in all instances

Anytime the blended price of America’s 500 largest companies (S&P 500) drops by 34%, you know that there is something significantly wrong going on. This is the

“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” - Winston Churchill

As I watch the emotional

At retirement once you have made thoughtful decisions about how to get the most out of your Social Security and pension, the balance of your retirement income

In past blogs, we have offered you some insight into the very temporary nature of a bear market as well as the illusion that equities are a dangerous place to